Create a PDF Report

The following steps walk a user, with write access to the module and architecture, through creating a PDF report.

1. After a new report has been created, it must be designed. Ensure you are in the Report Designer pane of the Outlook Bar. Locate the newly created report in the tree view (under the OV-1 viewpoint in our example).
2. The default report type is Class, so we need to change it. In the Home tab of the Ribbon Bar, find and select PDF in the Report Type gallery (you can use the arrows to scroll through the menu).
3. A confirmation window appears. Click OK to change the report type.
4. In the Report Details group of the Home tab, rename the report. The report name changes in the Outlook Bar once you click off of the Name field. If desired, add a description in the Description field.
5. A blank report appears in the Content Pane. To insert a PDF file, click the Import PDF Document button in the Ribbon Bar. At this time, a PDF document must be imported into the report; it cannot be created within Architex.
6. Navigate to the PDF file to import, select the file, and click Open.
7. The imported file is displayed in the Content Pane.
8. Click Save Report in the Ribbon Bar.
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